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Workshop 14
Going Global: Considerations in Establishing and Managing Global Assessment and Survey Systems

Presenters: Kate Sobczak, A&DC, Ltd.
                  Michael Fetzer, PreVisor
                  Kyle Lundby, Kenexa

Coordinator: Tim McGonigle, SRA

With assessments and surveys being core elements of talent management and organizational development (OD) strategies and as organizations operate more globally, it is becoming more important to provide consistency across one organization and to increase the flexibility to adapt to local needs.  Many leaders and HR teams are grappling with taking the best from their approaches to OD and talent management and working on how to apply these approaches locally and globally while also accounting for cultural differences, respecting diversity, and achieving ROI and other positive outcomes.  This workshop will include (a) best practices for localizing, administering assessments and organizational surveys, and interpreting results; (b) insights into test security and legal issues surrounding assessments; (c) comparison/contrast of approaches to utilizing assessments for selection or development; (d) and an exploration of critical behaviors for success based on the vision and values of the organization. This workshop should be of interest to practitioners who are responsible for developing and/or implementing assessments and surveys in global organizations, either in a consulting or internal role.

This workshop is designed to help participants:

• Describe best practices for developing/implementing assessments and surveys for global use
• Explain the foundations of global assessment and survey processes
• Understand the legal, cultural, and security aspects of global assessments and surveys
• Explore critical behaviors for success based on vision and values of the organization
• Describe key findings from global organizational surveys, comparing/contrasting country/region differences

Kate Sobczak, BSc (Hons), MSc, CPsychol, Vice President of Consulting, A&DC
Kate is a Chartered I-O Psychologist and experienced Project Manager.  Before joining A&DC in 2005, Kate worked in HR for UK local government specializing in assessment and selection.  Kate's most recent project has centered on the identification of global talents as part of an international client's 2025 organizational strategy.  Her experience includes a focus on providing global assessment and development solutions for senior managers from across the globe.  She has a variety of experience in designing and delivering assessment and development centers for the public and private sector across numerous industry sectors including including Finance, Logistics, Engineering, Manufacturing, Retail and the Emergency Services.

Mike Fetzer, PhD, is the global director of Advanced Assessment Technologies at PreVisor, a leading provider of preemployment assessments and employee selection solutions.  In this role, he is responsible for the development of leading-edge assessments that are implemented on a global scale.  PreVisor’s comprehensive library of over 1,000 assessments include a broad spectrum of personality, cognitive ability, skills, biodata, situational judgment, computer adaptive (CAT), and simulation- and multimedia-based assessments used to measure talent in all jobs for all industries.   Before joining PreVisor, he championed the global testing initiatives at Development Dimensions International (DDI).  Dr. Fetzer holds a doctoral degree in I-O psychology and is a member of the Society for Industrial and Organizational Psychology, the International Test Commission, and the American Psychological Association.

Kyle Lundby, PhD, is a global survey consultant for Kenexa.  He recently returned to the U.S. after being based in Hong Kong where he was a director and lead consultant for Kenexa, Asia Pacific.  While in Asia, he consulted with organizations in a variety of industries to implement global employee opinion surveys. In addition to working with clients in Hong Kong, he traveled throughout China, Japan, Malaysia, Singapore, India, and Australia.   Previously, Kyle held executive consultant and director positions with other leading research firms. He holds a PhD in I-O psychology and is the author of numerous publications and presentations in North America and Asia. Kyle is a long-time and active member of the Society for Industrial and Organizational Psychology (SIOP) and sits on the editorial board of the SIOP Professional Practice Series. Kyle is also editing an upcoming (due on shelves spring 2010) SIOP Professional Practice Series book, Going Global: Practical Applications and Recommendations for HR and OD Professionals in the Global Workplace